Morningstar

Columbia Ultra Short Term Bond Fund Institutional Class CUSBX

Morningstar Medalist Rating
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Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return $9.25  /  +0.11 %
  • Fund Size $2.1B
  • Adjusted Expense Ratio 0.290%
  • Net Expense Ratio 0.290%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Ultrashort Bond
  • Fixed-Income Style Box (Funds) Medium/Limited
  • Minimum Initial Investment $2,000
  • Investment Status —
  • TTM Yield 4.18%
  • Average Effective Duration 0.55 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis CUSBX

Will CUSBX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CUSBX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CUSBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CUSBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Ultra Short Term Bond Instl holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings CUSBX

More CUSBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AFFIRM ASSET SECURITIZATION TRUST 2 4.62%

1.97 36M
Securitized

Hyundai Auto Lease Securitization Trust 4.62%

1.94 35M
Securitized

Nissan Master Owner Trust Receivables Series 2024-B 5.05%

1.73 32M
Securitized

FORD CR AUT OWNER TR 2020-REV2 3.88%

1.71 31M
Securitized

Gmf Floorplan Owner Revolving Trust 5.13%

1.57 29M
Securitized

CARMAX AUTO OWNER TRUST 2024-2 5.5%

1.55 28M
Securitized

TOORAK MORTGAGE CORP 5.524%

1.19 22M
Securitized

Bank Of Amer Merrill Lynch Coml Mtg 3.311%

1.19 22M
Securitized

SOFI CONSUMER LOAN PROGRAM 2026-3 TRUST 4.46%

1.18 21M
Securitized

Hyundai Auto Lease Securitization Trust 4.83%

1.09 20M
Securitized

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